Join a leadership role focused on enhancing financial planning strategies and client experiences. Inspire a team of planners to achieve sales targets and foster client loyalty in the mass affluent market.
As the Regional Financial Planning Director, you will lead a high-performing team dedicated to providing personalized financial solutions. Your responsibilities include overseeing key operations, mentoring staff, and collaborating with leadership to optimize performance. Engage in long-term planning and identify opportunities for operational efficiencies, ensuring compliance with industry regulations.
Key Responsibilities:
• Direct oversight of a diverse financial planning team • Mentor team members on compliance and customer service • Support strategic operations and risk management initiatives • Actively manage customer relationships and business processes • Influence long-term planning within the division
Requirements: • University degree with minimum 5 years senior management experience • Registered Representative license or willingness to obtain • Completion of Investment Dealer Supervisors Course necessary • Excellent communication and leadership skills • Robust financial industry experience preferred
Drive team success and client satisfaction through strategic planning and effective leadership. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g8tur
📌 Regional Financial Planning Director (Saskatoon)
🏢 TD
📍 Saskatoon
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